Key Takeaways Sharp downward revisions to US nonfarm payrolls, erasing a combined 258,000 jobs for May and June 2025, reveal a significantly weaker labour market than initially reported. The adjustments,...
Key Takeaways Intense market pressure is mounting on the Federal Reserve for immediate interest rate cuts, clashing with the central bank’s more cautious, data-dependent stance. Advocates for swift cuts argue...
Key Takeaways Tesla’s stock has underperformed since its highly anticipated robotaxi launch, reflecting investor disappointment with the limited initial rollout and lack of immediate scalability. Broader market headwinds, particularly new...
Key Takeaways Amazon Web Services has reached an annualised revenue run rate exceeding $123 billion, reinforcing its position as a dominant force in the cloud market. Growth has re-accelerated to...
Key Takeaways Morgan Stanley has raised its price target for AMD to $185 from $121, driven by strong demand for AI accelerators and a resurgent personal computer market. The move...
Key Takeaways Microsoft Azure’s revenue growth is significantly outpacing that of Amazon Web Services (AWS), setting a potential course to overtake market leadership by 2026 if current trajectories hold. The...
Key Takeaways Cloudflare delivered quarterly results that surpassed analyst expectations, with revenue of $512 million against a $502 million consensus and earnings per share of $0.21 versus an anticipated $0.18....
Key Takeaways Lululemon’s share price has declined significantly in 2025, driven by a material slowdown in its core North American market as consumer spending tightens. Heightened competition from brands such...
Key Takeaways Adobe’s failed $20 billion bid for Figma, once criticised as an overpayment, now appears to have been a crucial but missed opportunity for corporate survival. Since the deal...
Key Takeaways Fidelity has increased its investment in AST SpaceMobile while reducing its position in Verizon, indicating a strategic shift towards disruptive space-based cellular technology. The market has significantly revalued...
